13F 机构持仓

LBP AM SA

Paris I0 · SEC CIK 0001970075

2026Q22026Q1 更早 9 个季度 🔒
$73.14亿2026Q1 申报市值
388持仓数
37.4%前十大占比 · 第一大 6.6%
51 / 68新建仓 / 清仓
申报市值走势$100.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.6%
MSFT 6.2%
AMZN 5.4%
AAPL 4.5%
V 3.2%
AVGO 2.6%
LLY 2.4%
TSM 2.3%
MA 2.3%
GOOGL 2.1%

2026Q1 买入最多 按季末市值估算

WELL 加仓+$3,898.98万
NFLX 加仓+$3,849.79万
BAP 加仓+$3,614.74万
CEG 加仓+$3,325.84万
ISRG 加仓+$3,016.58万

2026Q1 卖出最多 按季末市值估算

VRT 减仓-$6,884.69万
AAPL 减仓-$4,759.65万
NVDA 减仓-$4,413.59万
COST 减仓-$3,941.48万
LLY 减仓-$3,418.51万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
ESTC ELASTIC N V $00.00%0 -346,319-100.0% -$2,612.63万 清仓
FSLR FIRST SOLAR INC $00.00%0 —— — 申报中断
NKE NIKE INC $00.00%0 -231,881-100.0% -$1,477.31万 清仓
SBRA SABRA HEALTH CARE REIT INC $00.00%0 -755,794-100.0% -$1,431.47万 清仓
PTC PTC INC $00.00%0 -77,838-100.0% -$1,356.02万 清仓
BMI BADGER METER INC $00.00%0 -77,078-100.0% -$1,344.32万 清仓
GLW CORNING INC $00.00%0 -144,978-100.0% -$1,269.43万 清仓
ZTS ZOETIS INC $00.00%0 -93,536-100.0% -$1,176.87万 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -414,097-100.0% -$1,122.20万 清仓
PCAR PACCAR INC $00.00%0 -93,133-100.0% -$1,019.90万 清仓
IOT SAMSARA INC $00.00%0 -279,247-100.0% -$989.93万 清仓
NCLH NORWEGIAN CRUISE LINE HLDG L $00.00%0 -416,783-100.0% -$930.26万 清仓
STT STATE STR CORP $00.00%0 -67,749-100.0% -$874.03万 清仓
SAIC SCIENCE APPLICATIONS INTL CO $00.00%0 -80,767-100.0% -$813.00万 清仓
BXP BXP INC $00.00%0 -112,421-100.0% -$758.62万 清仓
OKE ONEOK INC NEW $00.00%0 -92,695-100.0% -$681.31万 清仓
ALLE ALLEGION PLC $00.00%0 -36,285-100.0% -$577.73万 清仓
VRSK VERISK ANALYTICS INC $00.00%0 -25,368-100.0% -$567.46万 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -24,899-100.0% -$542.85万 清仓
BZ KANZHUN LIMITED $00.00%0 -262,547-100.0% -$535.07万 清仓
CTAS CINTAS CORP $00.00%0 -28,386-100.0% -$533.86万 清仓
GRAB GRAB HOLDINGS LIMITED $00.00%0 -1,058,192-100.0% -$528.04万 清仓
LYB LYONDELLBASELL INDUSTRIES N $00.00%0 -119,342-100.0% -$516.75万 清仓
ETR ENTERGY CORP NEW $00.00%0 -54,598-100.0% -$504.65万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -100,270-100.0% -$501.45万 清仓
NMRK NEWMARK GROUP INC $00.00%0 -284,863-100.0% -$493.95万 清仓
EG EVEREST GROUP LTD $00.00%0 -12,794-100.0% -$434.16万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -22,860-100.0% -$369.49万 清仓
CNP CENTERPOINT ENERGY INC $00.00%0 —— — 申报中断
FIS FIDELITY NATL INFORMATION SV $00.00%0 -51,439-100.0% -$341.86万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -18,972-100.0% -$337.23万 清仓
RUN SUNRUN INC $00.00%0 -179,721-100.0% -$330.69万 清仓
URI UNITED RENTALS INC $00.00%0 —— — 申报中断
RBA RB GLOBAL INC $00.00%0 -26,836-100.0% -$276.06万 清仓
PINS PINTEREST INC $00.00%0 -102,669-100.0% -$265.81万 清仓
GIS GENERAL MLS INC $00.00%0 -56,752-100.0% -$263.90万 清仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $00.00%0 -30,802-100.0% -$252.95万 清仓
TAP MOLSON COORS BEVERAGE CO $00.00%0 -52,751-100.0% -$246.24万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -8,723-100.0% -$243.30万 清仓
SWK STANLEY BLACK & DECKER INC $00.00%0 -31,996-100.0% -$237.67万 清仓
TW TRADEWEB MKTS INC $00.00%0 -20,974-100.0% -$225.55万 清仓
MNDY MONDAY COM LTD $00.00%0 -13,401-100.0% -$197.75万 清仓
PLNT PLANET FITNESS INC $00.00%0 -17,521-100.0% -$190.05万 清仓
TME TENCENT MUSIC ENTMT GROUP $00.00%0 -104,000-100.0% -$182.31万 清仓
YUM YUM BRANDS INC $00.00%0 -11,639-100.0% -$176.07万 清仓
BVN COMPANIA DE MINAS BUENAVENTU $00.00%0 -62,019-100.0% -$172.60万 清仓
CRH CRH PLC $00.00%0 —— — 申报中断
BAX BAXTER INTL INC $00.00%0 —— — 申报中断
MDLZ MONDELEZ INTL INC $00.00%0 -28,601-100.0% -$153.96万 清仓
DOV DOVER CORP $00.00%0 -7,657-100.0% -$149.50万 清仓
EOG EOG RES INC $00.00%0 -13,823-100.0% -$145.16万 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -14,350-100.0% -$141.36万 清仓
FFIV F5 INC $00.00%0 -5,500-100.0% -$140.39万 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 -3,057-100.0% -$138.77万 清仓
STE STERIS PLC $00.00%0 -5,119-100.0% -$129.78万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -2,772-100.0% -$123.65万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -1,917-100.0% -$119.36万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -13,165-100.0% -$112.63万 清仓
SE SEA LTD $00.00%0 —— — 申报中断
TJX TJX COS INC NEW $00.00%0 -7,068-100.0% -$108.57万 清仓
IFF INTERNATIONAL FLAVORS&FRAGRA $00.00%0 —— — 申报中断
OKTA OKTA INC $00.00%0 -11,698-100.0% -$101.15万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -3,963-100.0% -$97.61万 清仓
CLX CLOROX CO DEL $00.00%0 -9,466-100.0% -$95.45万 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 -15,836-100.0% -$83.68万 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -5,006-100.0% -$81.17万 清仓
GGAL GRUPO FINANCIERO GALICIA S.A $00.00%0 -15,000-100.0% -$80.91万 清仓
ROST ROSS STORES INC $00.00%0 -4,385-100.0% -$78.99万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -5,321-100.0% -$46.48万 清仓
CHTR CHARTER COMMUNICATIONS INC N $00.00%0 -2,000-100.0% -$41.75万 清仓
TRGP TARGA RES CORP $00.00%0 -2,250-100.0% -$41.51万 清仓
FICO FAIR ISAAC CORP $00.00%0 -207-100.0% -$35.00万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -2,647-100.0% -$29.60万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -1,518-100.0% -$29.51万 清仓
WLDN WILLDAN GROUP INC $00.00%0 -2,062-100.0% -$21.37万 清仓
CAG CONAGRA BRANDS INC $19.40万0.00%12,340 12,340— $19.40万 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $20.30万0.00%3,594 -7,487-67.6% -$42.29万 重新持有
SYM SYMBOTIC INC $20.74万0.00%3,899 3,899— $20.74万 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $22.71万0.00%1,724 1449.1% $1.90万 加仓
NB NIOCORP DEVS LTD $24.50万0.00%54,939 54,939— $24.50万 新建仓
IE IVANHOE ELECTRIC INC $28.01万0.00%23,695 23,695— $28.01万 新建仓
TFC TRUIST FINL CORP $28.95万0.00%6,298 -213,897-97.1% -$983.28万 减仓
SW SMURFIT WESTROCK PLC $29.35万0.00%7,365 -20,689-73.7% -$82.45万 减仓
AEVA AEVA TECHNOLOGIES INC $30.65万0.00%23,292 23,292— $30.65万 新建仓
ORA ORMAT TECHNOLOGIES INC $31.94万0.00%2,854 2,854— $31.94万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $32.05万0.00%1,208 -81-6.3% -$2.15万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $34.24万0.00%4,230 85725.4% $6.94万 加仓
DHR DANAHER CORP DEL $36.38万0.00%1,919 -55,390-96.7% -$1,050.20万 减仓
CMI CUMMINS INC $40.03万0.01%744 -11,731-94.0% -$631.15万 减仓
FOX FOX CORP $47.50万0.01%8,945 00.0% — 不变
MKC MCCORMICK & CO INC $47.92万0.01%9,500 4,00072.7% $20.18万 加仓
IRM IRON MTN INC DEL $49.78万0.01%4,874 -130,042-96.4% -$1,328.25万 减仓
PSN PARSONS CORP DEL $50.31万0.01%9,288 00.0% — 不变
FLEX FLEXTRONICS INTL LTD $51.53万0.01%7,872 7,872— $51.53万 新建仓
CSL CARLISLE COS INC $52.78万0.01%1,582 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $53.41万0.01%2,131 -19,878-90.3% -$498.22万 减仓
CGNX COGNEX CORP $53.77万0.01%10,976 -73,002-86.9% -$357.64万 减仓
BALL BALL CORP $54.49万0.01%9,219 -62,543-87.2% -$369.69万 减仓
TWLO TWILIO INC $57.47万0.01%4,568 -41,266-90.0% -$519.21万 减仓
LDOS LEIDOS HOLDINGS INC $60.90万0.01%3,916 -85,681-95.6% -$1,332.51万 减仓